Financial Services Administrator

5 months ago

Grimsby, United Kingdom Recruit UK Full time

Recruit UK is looking for an Administrator to join a financial planning firm who have a stronghold of offices across the Northeast of England. Their office in Grimsby is looking for an Administrator to join the team. The firm prides itself on ensuring its clients can meet financial independence by providing them with clear choices and excellent customer service. So it’s no surprise that this year, their client feedback was instrumental in being awarded as one of the top advice firms in the local area.

They also place great importance on nurturing their existing team by having excellent staff benefits, such as a trainee adviser hub within the business. If you have long term goals of stepping to Paraplanning and Advice this company can support you on your way. However, if you’re a career Admin, this is also an excellent team to join.

**Core Duties**:

- Handling new business from cradle to grave
- Communicating with 3rd party providers
- Preparing for client meetings
- Preparing key illustrations and key documents
- Remaining compliant at all times

**Benefits**:

- Salary up to £26,000
- 20 days holiday + bank holidays - with the possibility to buy more
- Hybrid working model
- Discretionary bonus
- Opportunity to keep progressing through the company

**Skills and experience required**:

- General Financial Services experience 2+ years
- Great communication skills
- Exceptional organisational skills

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Grimsby on a paraplanning role.

**Our commitment to you**:

- _Start every journey with a conversation to find out about you in-depth._
- _Provide honest feedback on where you fit in the jobs market._
- _Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you._
- _Take a holistic mindfulness approach - career happiness is rarely just about the money._
- _Cover the whole of the UK with a local touch through our regional teams._
- _Never pester you._

**Job Title: Financial Planning Administrator**

**Industry: Financial Services**

**Location: Grimsby**

**Salary: £24,000 - £26,000**

**Job Reference: 8921**

**Job Type**: Part-time

**Salary**: £22,000.00-£26,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

  • Financial Services Administrator

    5 months ago

    Grimsby, United Kingdom Appoint Consulting Ltd Full time

    **Financial Services Administrator** Our client is a well-established, forward-thinking Financial Management company based Grimsby. Due to growth, they have a vacancy for an experienced Financial Services Administrator. **Purpose of the Financial Services Administrator**: To offer the most efficient, professional, and effective client financial service...

  • Financial Services Administrator

    4 months ago

    Grimsby, United Kingdom Appoint Consulting Ltd Full time

    **Financial Services Administrator** Our client is a well-established, forward-thinking Financial Management company based Grimsby. Due to growth, they have a vacancy for an experienced Financial Services Administrator. This is a part time position for 3 or 4 days a week but would consider full time. **Purpose of the Financial Services Administrator**: To...

  • Financial Services Administrator

    4 weeks ago

    Grimsby, United Kingdom Positive Recruitment Consultants Ltd Full time

    Due to continued business growth our Grimsby based client is looking to recruit a Financial Services Administrator to join their busy, friendly team. The main responsibilities of this role will be to support the Independent Financial Advisors will all aspects of administration.Duties will include:Dealing with incoming calls and emailsDiary Management Booking...

  • Senior Financial Planner

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further!At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a...

  • Senior Financial Planner

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further!At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a...

  • Senior Financial Planner

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further!At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a...

  • Senior Financial Planner

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a career that offers a perfect balance between work and personal life? Do you want to work for a company that values its employees and provides a supportive environment? Look no further!At Exchange Street Claims & Financial Services, we understand the importance of work-life balance and offer a...

  • Senior Financial Planner

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Find Balance in Your CareerAre you tired of working long hours without seeing the rewards? Do you want a career where you can achieve a better work-life balance? Look no further than Exchange Street Claims & Financial Services.Our ApproachWe believe in treating our employees fairly and giving them the support they need to succeed. Our financial planning firm...

  • Senior Financial Planner

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Find Balance in Your CareerAre you tired of working long hours without seeing the rewards? Do you want a career where you can achieve a better work-life balance? Look no further than Exchange Street Claims & Financial Services.Our ApproachWe believe in treating our employees fairly and giving them the support they need to succeed. Our financial planning firm...

  • Financial Planning Administrator

    1 month ago

    Grimsby, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Administrator Industry: Financial Services Location: Grimsby Salary: Up to £29,000 + bonus Job Reference: 9273 Are you a financial services administrator with strong technical and administrative knowledge? Then this role is for you! Recruit UK is working with a firm who have a stronghold in the Northeast of England and they...

  • Financial Planning Administrator

    4 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is pleased to be working with a fast-growing Financial Planning firm that provides professional, face-to-face financial advice to clients throughout the UK. Due to growth, they are seeking an ambitious Administrator to join their team based in Grimsby.What's on Offer22 days' holiday + bank...

  • Financial Planning Administrator

    4 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is pleased to be working with a fast-growing Financial Planning firm that provides professional, face-to-face financial advice to clients throughout the UK. Due to growth, they are seeking an ambitious Administrator to join their team based in Grimsby.What's on Offer22 days' holiday + bank...

  • Financial Services Coordinator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Positive Recruitment Consultants Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Positive Recruitment Consultants. As a key member of our team, you will provide administrative support to our Independent Financial Advisors, ensuring the smooth operation of our financial services.Main...

  • Financial Services Coordinator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Positive Recruitment Consultants Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Positive Recruitment Consultants. As a key member of our team, you will provide administrative support to our Independent Financial Advisors, ensuring the smooth operation of our financial services.Main...

  • Financial Services Coordinator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Welcome new clients and ensure a...

  • Financial Services Coordinator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Welcome new clients and ensure a...

  • Financial Services Coordinator

    4 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Ensure seamless onboarding of new...

  • Financial Services Coordinator

    4 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Ensure seamless onboarding of new...

  • Financial Services Coordinator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Ensure seamless onboarding of new...

  • Financial Services Coordinator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

    Financial Services Administrator RoleWe are seeking a highly organized and detail-focused Financial Services Administrator to join our team at Accomplish Today. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Client Onboarding: Ensure seamless onboarding of new...